Excel Skills for Reward Professionals: Advanced Level
Course Information

Two-day class instructed by the world's foremost Excel for compensation expert – Dianne Auld

Date: 1-2 October 2020.
Location: central London.
Duration: Two days, 9am to 5pm.
Format: Classroom course, maximum of 20 attendees.
Fees: £1,095 + VAT per delegate (includes postage and packaging of 150-page course book sent to you in advance of the class).

WorldatWork logo

E-reward.co.uk has teamed up with WorldatWork to offer its training classes in Excel skill building in the United Kingdom. We have commissioned Dianne Auld to design, develop and deliver two classroom courses focused and tailored so that we cover all of the essential Excel skills that are relevant to the needs of UK reward professionals – offering you the opportunity to enhance your learning as you progress from our Excel Intermediate level to Excel Advanced level.


Your tutor . . .

A world-leading 'Excel for reward' expert.

Dianne Auld is without doubt the most highly regarded and popular Excel for reward expert in the world. Based in South Africa, she travels worldwide demonstrating to reward professionals how to save hours and hours – some even say days – by harnessing all the power of Excel.

Two superb Excel courses tailor made for reward professionals

Dianne has worked with E-reward and WorldatWork to carefully devise a study programme to assist reward professionals with their day-to-day tasks in Excel. These Excel for reward classroom courses – Intermediate and Advanced – include sleek visual and audio demonstrations of tasks reward professionals need to perform in their job function. During these demonstrations, students follow the instructions being highlighted by Dianne, and immediately afterwards undertake a parallel exercise on their own, with teacher guidance, to cement the learning.

You will enhance your ability to analyse mountains of data in seconds with professional looking charts and Pivot Tables. Unlike other Excel courses, our classes have been specially developed to help you master skills specific to compensation and benefits work not taught in any other general Excel course. These courses are UNIQUE.

Dianne will be visiting London once a year to lead these classroom courses. Her courses always sell out. Enrol now on our educational courses so that you can be confident about enhancing your Excel skills in the workplace. You’ll have the powerful Dianne Auld training name on your CV, as a quality mark of achievement in Excel for Reward. You can also be confident that you will possess the enhanced Excel skills for reward being sought by today’s employers.

Excel Skills for Reward Professionals: Advanced Level

Providing you with the knowledge and skills to use Excel at a highly advanced level.

Reward professionals enrolling in this two-day course should already have strong Excel skills. It is designed for students who would like to learn advanced Excel techniques, and how to apply these to create powerful interactive Excel dashboards for viewing and analysing reward data. Excel dashboards have enormous application in HR and compensation work. Dashboards enable the consolidation of huge amounts of remuneration data into an executive summary view. They use interactive fields to allow different views of the data and modelling of data. Dashboards can replace bulky and cumbersome reports, show management only what they want to see and allow powerful ‘what-if’ analyses for incentive modelling.

On the first day you'll learn advanced Excel functions, including complex Lookup and If formulas, data validation and protection, array formulas and macros to do pay and benefits calculations and pay and commissions calculations. The next day, you'll learn about data validation and protection as well as macros and put what you learned into action as you create an Excel dashboard that will illustrate how pay structures compare competitively to the market.

  • Learn advanced Excel formulas to streamline your compensation tasks
  • Create an interactive Excel dashboard using a real-world scenario that illustrates how pay structures compare competitively to the market
  • Transform vast amounts of data and display analysis and key findings in a condensed space where it is easy to access, interact with and understand
  • Learn how to gain critical information and insights from dashboards in order to make quick and effective business decisions
  • Ask questions and interact with Excel for reward expert, Dianne Auld

Level of knowledge required

An intermediate knowledge of Excel is required before attending the workshop.

  • Ideally, delegates would already have attended the two-day Intermediate-level course or a similar course or have equivalent knowledge.
  • Delegates must be comfortable using Excel formulas, creating charts and pivot tables.
  • Delegates should be proficient with using Vlookup and If formulas – only a brief review of these will be provided.

Dianne says:

‘Students enrolling in this course should already have a thorough understanding of Excel but want to study more about the advanced facilities offered in this area. I have created this two-day course to look further into Excel and help you master the more highly advanced Excel skills specific to reward work. You will learn how to use these to create powerful interactive Excel dashboards for viewing and analysing remuneration data.’

Documentation

Delegates will receive a comprehensive workbook to use as you progress through the course, including 150 pages of detailed Excel instructions, with screen shots, for all Excel functions taught in the course. A file is also provided to each delegate, complete with all the exercises and dashboards undertaken during class. These files will be emailed to you in advance of the course.

Requirements

This course requires you bring a Windows PC laptop (not Mac) with Microsoft Excel 2010, ideally Excel 2013 or later (plus a charger). We recommend that you bring a mouse to the course to help with extensive on-screen navigation.

Teasers

1. Did you know that you can write a macro which will do eight hours of Excel work in a minute?

Find out how to record, edit and work with Excel macros, to automate repetitive work and save days of time, by attending this course.

2. Did you know that you can use Goal Seek to get to a desired merit budget at the click of a button?

Find out how to use Goal Seek, Array formulas and other time-saving tips, to speed up your rewards work by attending this course.

3. Did you know that you can use the Iferror formula to eliminate all those unsightly #N/A and #DIV/0! errors in your Excel worksheets without deleting your formulas?

Master the most important and time-saving lookup, reference and if formulas in Excel:Vlookup, Hlookup, Index, Match, Choose, Offset, Indirect, If, If(And), If(Or), Iferror, Countif, Sumif and Averageif, by attending this course.

4. Did you know that you can use the camera tool to put an entire table into one cell in an Excel dashboard, and make the table interactive based on a field chosen by a user?

Find out how to design and create powerful, interactive Excel dashboards by attending this course.

5. Did you know that you can set up user controlled slicers with a pivot table or chart to slice and dice the data, and that you can link one set of slicers to all the pivot tables and charts in a dashboard?

Find out how to design and create powerful, interactive pivot chart dashboards with slicers by attending this course.

Here is what some of Dianne's recent students in London told us about their learning experience . . .

'Absolutely fabulous course. I learned so much. Dianne was so knowledgeable and shared so well. I've saved days and days now!'
'Fantastic course.'
'Very informative course, explaining the possibilities of excel. My life will be so much easier now I understand the capability of excel in terms of compensation and reward.'
'Dianne was great and extremely knowledgeable.'
'Excellent instructor, very clear, good pace, always ensuring everyone is up to speed and keeping up with the rest of the class.'
'Good Central location. Course content was well put together, very relevant to work and was made interesting by Dianne. I would highly recommend the course to anyone wanting to save time and understand excel functions. Really pleased I attended.'
'The instructor was very friendly and informative, no improvements needed!'
'Great food, spacious rooms, not too many in a class, friendly smart staff, great facilities.'
'The stuff you need to know as a comp professional. Very helpful and presented in an easily accessible manner.'
'Great course, full of tips and techniques.'
'Valuable course, fantastic knowledge of the trainer. Very helpful, small group, learnt lots of quick short cuts and extremely valuable time-saving techniques.'

>>> Download brochure [PDF]

Excel for Reward brochure

Dianne Auld, GRP, CCP, CSCP
Dianne Auld, GRP, CCP, CSCP
Senior Consultant

A WORLD-LEADING 'EXCEL FOR REWARD' EXPERT

Dianne is without doubt the most highly regarded and popular ‘Excel for Reward’ expert in the world. Well respected and distinguished in the compensation field and Excel, her skills and expertise are in high demand. Based in Cape Town, South Africa, she travels worldwide showing reward professionals how to save hours and hours (some even say days!) by harnessing all the power of Excel.

Dianne has partnered with WorldatWork to develop a wide-ranging educational programme to assist reward professionals with their day-to-day tasks in Excel. In conjunction with WorldatWork, she has developed a series of Excel learning products including: Excel Skills for Compensation Professionals; Excel Tips; Compensation Excel Dashboards; and a series of Sales Compensation Excel Dashboards. Dianne is also a faculty member at WorldatWork and a reviewer for the WorldatWork Journal. Since 2012, she has presented each year at the Worldatwork US Total Rewards conference.

Dianne owns a consulting practice, Auld Compensation Consulting, in South Africa. She consults to a wide range of organisations across Africa and the Middle East in all areas of total rewards: reward strategy, base pay management, remuneration surveys, job evaluation, broadbanding, pay structuring, incentive design and sales compensation. She has developed and taught courses in Africa, the Middle East, the Far East, Europe, and the United States.

VENUE AND ADMIN. DETAILS

The venue

Amba Hotel Marble Arch, Bryanston Street, Marylebone, London W1H 7EH

London airports

London is served by five main airports, from the UK's main gateway at London Heathrow to London City Airport in the Docklands. For information on getting to and from London airports to Holborn in central London, visit Transport for London at www.tfl.gov.uk

Special requirements

Please let us know if you have any special requirements as soon as possible so we can plan accordingly.

Hotel accommodation

Delegates are responsible for their own accommodation.

Do you need a visa?

A questionnaire on the UK Border Agency web site will help you to decide whether you need to obtain a visa before you travel to the UK. It also contains guidance on the type of visa that you might need. The questionnaire is for all foreign nationals who want to come to or transit the UK. ('Transit' means to pass through the UK on your way to another country without staying here.)

Please visit: www.ukba.homeoffice.gov.uk/visas-immigration/do-you-need-a-visa/

Dress code

Casual.

Documentation

You will receive your course materials on arrival for the class.

Refreshments

At registration we will serve you complimentary teas and coffees. Mid-morning break of teas and coffees are served at around 11.00am. Lunch will be served at approx 12.00pm.

DAY 1: ADVANCED EXCEL TECHNIQUES

Lookup Formulas #1

Vlookup, Hlookup, Iferror, Columns, Match formulas and Naming Ranges

Lookup Formulas #2

Indirect, Index, Offset, Choose formulas and Inserting Form Controls – scroll bar, spin button and combo box

If formulas

If, If (And), If (Or), Nested If, Countif, Countifs, Sumif, Sumifs, Averageif, Averageifs formulas

Macros

Recording, running and editing macros, macro security settings

DAY 2: ADVANCED EXCEL TECHNIQUES CONTINUED AND CREATING EXCEL DASHBOARDS

Data validation and protection
  • Creating forms and input documents using data validation tools
  • Hiding sheets, protecting worksheets and workbooks
Array formulas
  • Single-cell and multi-cell array formulas
  • Application of array formulas together with other Excel formulas
  • All formulas and techniques will be demonstrated using remuneration applications
Introductory dashboard presentation
  • What are dashboards?
  • What they are used for?
  • How do you create dashboards?
  • Important principles, examples of dashboards
Creating an interactive market comparison dashboard
  • With visual indicators, charts, tables and interactive fields allowing geographical drill downs and different market projection dates
  • Learning to use the camera tool and complex conditional formatting
  • Using Match, Offset, Array, Indirect, Averageifs, Iferror, Datedif and other formulas to create this interactive and powerful dashboard
Creating an interactive Pivot Table HR statistics dashboard

Using pivot tables, pivot table charts, slicers, and a heading linked to the report filter. These techniques will be used to create this visually powerful dashboard of reward statistics, allowing drill down by function, region and level.

Next class

London 01/10/2020 - 02/10/2020

TERMS AND CONDITIONS FOR E-REWARD.CO.UK COURSES

THE FOLLOWING TERMS AND CONDITIONS APPLY TO THE DELIVERY OF EDUCATION COURSES BY E-REWARD.CO.UK LTD (INCLUDING MASTERING REWARD COURSES; WORLDATWORK GLOBAL REMUNERATION PROFESSIONAL CERTIFICATION [GRP] COURSES AND EXAMINATIONS [PROGRAM]; IN-HOUSE AND CUSTOMISED TRAINING COURSES).

These terms and conditions apply between the person, firm, company or other entity specified on your booking form and E-reward.co.uk Ltd (company number: 4281768). Registered in England and Wales. Registered office 33 Denby Lane, Heaton Chapel, Stockport, Cheshire SK4 2RA, United Kingdom for delegate registrations for the course (including Mastering Reward courses, GRP courses with exam and in-house training courses) specified on your booking form (‘Course’).

Please read these terms and conditions carefully as they contain important information.

By submitting your registration to attend the Course you agree to be bound by these terms to the exclusion of all other terms. If you do not agree to be bound by these terms E-reward.co.uk Ltd will be unable to accept your registration.

Payment

You will pay E-reward.co.uk Ltd any fees specified in your booking form for the Course. Payment to E-reward.co.uk Ltd in GBP British Pounds is by BACS, wire transfer, cheque or credit card. It is a condition of booking that payment must be received by E-reward.co.uk Ltd before the start of the Course or no later than 30 days from the date of invoice, whichever is sooner.

If payment of your fees in full is not received before the Course, E-reward.co.uk Ltd may (at its sole discretion) either require such payment as a condition of your entry to the Course or refuse you entry to the Course.

Prices for each Course, where applicable, are correct at the time of publication. We reserve the right to change the prices at any time but changes will not affect registrations which have already been confirmed by E-reward.co.uk Ltd.

Each ticket covers attendance for one person only for the duration of the Course, and includes coffees, teas and light snacks during the lunch hour, as well as course materials.

All bookings are subject to value added tax (VAT) at 20%. You shall, on receipt of a VAT invoice from E-reward.co.uk Ltd, pay to E-reward.co.uk Ltd such additional amounts in respect of VAT as are chargeable on the supply of the Course.

Late payments

We understand and will exercise our statutory right to interest and compensation for debt recovery costs under the late payment legislation if we are not paid according to agreed credit terms. Under the Late Payment of Commercial Debts [Interest] Act 1998 – as amended and supplemented by the Late Payment of Commercial Debts Regulations 2002 (to incorporate the features of European Directive 2000/35/EC) – we are entitled to charge:

  • Debt recovery costs – £40 on debt up to £999.99; £70 on debt between £1,000 and £9,999.99.
  • Statutory interest – 8% above the Bank of England reference rate (fixed for the six month period within which date the invoices became overdue).
Delegate cancellations

Delegates who advise E-reward.co.uk Ltd of their cancellation in writing via email (to paul@e-reward.co.uk) 30 calendar days or more before the start of the Course will have their fees refunded – less an administration charge of 20% of the Course fees.

No refund will be made for cancellations received less than 30 calendar days before the start of the Course. Failure to attend the Course will be subject to the same terms.

You will not have any right to cancel a Contract for the booking of any customised/in-house training courses.

Delegate transfers

Transfers may be made to any other Course in the UK organised by E-reward.co.uk Ltd subject to space availability. All transfer requests must be made in writing via email (to paul@e-reward.co.uk) 30 calendar days or more before the start of the Course. There will be no fee charged for such transfers. One free transfer can be made for each course booking after which there will be a £100 administration charge for each further request.

Please note: We are unable to accept any transfer requests received less than 30 calendar days before the start of the course and no refunds will be made.

Substitutions with employees from your organisation are welcome at any time at no extra charge. You must email any substitutions (to paul@e-reward.co.uk) prior to the date of the Course.

Joining instructions

Final Course details will be emailed to delegates at least three weeks before the Course.

Course documentation

You will receive your course materials by post (First Class, Standard delivery) ahead of the Course. Participants registering 0-14 days before the start of the Course will receive their course materials on arrival for registration on Day one of the Course.

Hotel accommodation

Delegates are responsible for their own accommodation. E-reward.co.uk Ltd has arranged for delegates to receive discounted rates at Club Quarters Lincoln’s Inn Fields.

Course cancellations and amendments

The Course programme is correct at the time of going to press.

E-reward.co.uk Ltd reserves the right to change the format, speakers, venue location and programme or any other aspect of the Course at any time and for any reason, whether or not due to a Force Majeure event, in each case without liability.

‘Force Majeure Course’ means any event arising that is beyond the reasonable control of E-reward.co.uk Ltd including (without limitation) speaker or participant cancellation or withdrawal, supplier or contractor failure, venue damage or cancellation, health scares, industrial dispute, governmental regulations or action, military action, fire, flood, disaster, civil riot, acts of terrorism or war.

E-reward.co.uk Ltd reserves the right to change the date or cancel a Course at any time and for any reason without notice. Where circumstances force E-reward.co.uk to cancel a Course, E-reward.co.uk Ltd shall offer you the option of attending any rearranged Course that E-reward.co.uk Ltd chooses to organise.

If you do not wish to accept this offer, then you will (as your sole remedy) be entitled, at your discretion, to receive either a credit note or a refund in respect of your fees received by E-reward.co.uk Ltd for that particular Course.

However, where the Course is postponed for reasons due to a Force Majeure event, any of your fees received by E-reward.co.uk Ltd shall be applied to any rearranged or rescheduled Course and all these Terms and Conditions shall apply to any such transferred booking.

To the fullest extent permitted by the applicable law, E-reward.co.uk Ltd shall not be liable to you for any loss, delay, damage or other liability incurred resulting from or arising in connection with the cancellation or date change of the Course howsoever arising or any venue change.

For the avoidance of doubt, you acknowledge and agree that should the Course date be changed or cancelled, E-reward.co.uk Ltd is not liable for any travel or accommodation costs you may have incurred.

How we use your registration information

E-reward.co.uk Limited is a registered data controller under number Z7317541.

Your Course registration information will be added to our marketing database but will not be given to third parties without your prior consent.

E-reward.co.uk Ltd uses email addresses for its own purposes of keeping customers informed about Courses and providing product, service and information announcements.

If you supply us with your postal address online, you may receive periodic mailings from E-reward.co.uk Ltd with information on new products and services and upcoming Courses.

If you do not wish to receive information about products and services, please let us know by email (to paul@e-reward.co.uk).

Disclaimers

To the fullest extent permitted by the applicable law, E-reward.co.uk Ltd excludes:

  • all liability for loss, injury or damage to persons or property at the Course;
  • all indemnities, warranties, representations, terms and conditions (whether express or implied); and
  • any actual or alleged indirect loss or consequential loss howsoever arising suffered by you or any loss of profits, anticipated profits, savings, loss of business revenue, loss of business, loss of opportunity, loss of goodwill, or any other type of economic loss (whether direct or indirect).

If E-reward.co.uk Ltd is liable to you for any reason, its total liability to you in relation to the Courses (whether under these terms or conditions or otherwise) is limited to the amount of your fees received by E-reward.co.uk Ltd.

Views expressed by the Course instructors are their own. All advice provided at this course is for general guidance only. Any course delegates relying on information or advice given in the course of such training do so at their own risk.

E-reward.co.uk reserves the right to amend these terms and conditions from time to time. However, you will be subject to the terms and conditions in force at the time you submit your registration.

Last updated: 22nd June 2016.